Customized Financial Strategies

At Senior Financial Services we help our clients by designing a customized financial strategy that often combines more than one product. Each part of the strategy will often dovetail with the others to produce a comprehensive plan addressing asset protection and growth, income that meets or exceeds the client’s needs, efficient tax strategies as well as efficient methods of passing assets to your heirs. Contact Fred Orentlich at 800-679-2858

Strengthen your Finances with Fred Orentlich

From wishing to own a luxury car to planning a startup to feeling financially secured, financial planning has become an indispensable step. The call of strengthening finances requires investing in the right financial products. The decision of investing in financial products needs the guidance of an experienced financial professional, one who can understand the efforts and expectations behind the investment.

With an experience of more than 3 decades, Fred Orentlich is an insurance professional licensed in more than ten states. He focuses on determining the best way of protecting and maximizing the assets of his clients, providing college funding, nursing home funding, and tax-free retirement plans.  

Fred M Orentlich transacts and consults on several financial products such as annuities, equity-indexed annuities, encompassing fixed annuities, and multi-year guaranteed annuities. He also deals in products like Medicare Supplements, Health Insurance, Disability Insurance, Life Insurance, Long Term Care Insurance, and Modified Endowment Contracts. 

Apart from serving in these products, Fredrick has advised and trained more than a hundred other financial professionals. He has also founded an insurance selection agency, Senior Finance Services, Inc., where he serves as the president. Where at a personal level he has served more than a thousand clients, his firm has served several thousands of clients. 

His firm holds the approach to collaborate with the services of legal and financial professionals. This collaboration serves the clients with the leading products and strategies suiting their requirements. Some of these financial professionals are attorneys who specialize in estate planning and taxation. 

One of the names they are working in collaborations is Beliveau Law Group, LLC, they focus on elder law and estate planning and are a member of Massachusetts Chapter of National Association of Elder Care Attorneys. The financial links his firm works with include reputed brands like CNN Money, Investment Company Institute, Social Security Online, Yahoo Finance, MSN Money, and several others. 

Fredrick’s services have earned him several awards from many Insurance and Financial Service Companies. He was also honored at the State House of Massachusetts by the Jane Swift, former Governor of Massachusetts, for his treatment towards employees, which also includes hiring people with disabilities. 

His years of experience have built his expertise in understanding the requirement of clients and guiding them with expert bits of advice and financial products. The services provided by Fred Orentlich has built up several positive testimonials on financial growth. 

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